Civic Intelligence

Ficks Family Foundation

EIN 31-1572801 • Cincinnati, OH

YBM LLC 5457 Montgomery Rd Ste CCincinnati, OH 45212-2179
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

88th percentile

52%

Higher net margin than 88% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

10%

Faster revenue growth than 53% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,793,278

Up $505,418 (+39%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Up

$1,793,278

Up $505,418 (+39%) from 2021

Operations
Liabilities / Revenue33rd percentileNet Margin88th percentile

Revenue

Up

$315,085

Up $17,693 (+5.9%) from 2021

Expenses

Up

$150,111

Up $69,955 (+87%) from 2021

Net Income

Down

$164,974

Down $52,262 (-24%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $160,826Liabilities 2011: $0Net Assets 2011: $160,8262011Assets 2013: $344,528Liabilities 2013: $0Net Assets 2013: $344,5282013Assets 2018: $771,747Liabilities 2018: $0Net Assets 2018: $771,7472018Assets 2019: $1,113,799Liabilities 2019: $0Net Assets 2019: $1,113,7992019Assets 2020: $1,068,330Liabilities 2020: $0Net Assets 2020: $1,068,3302020Assets 2021: $1,287,860Liabilities 2021: $0Net Assets 2021: $1,287,8602021Assets 2024: $1,793,278Liabilities 2024: $0Net Assets 2024: $1,793,2782024

Highlighted filing

2024

Assets$1,793,278
Liabilities$0
Net Assets$1,793,278
Open 2024 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KExpenses 2011: $166,7662011Revenue 2013: $163,731Expenses 2013: $63,998Net Income 2013: $99,7332013Revenue 2018: $26,871Expenses 2018: $49,944Net Income 2018: -$23,0732018Revenue 2019: $386,760Expenses 2019: $43,793Net Income 2019: $342,9672019Revenue 2020: $19,193Expenses 2020: $66,069Net Income 2020: -$46,8762020Revenue 2021: $297,392Expenses 2021: $80,156Net Income 2021: $217,2362021Revenue 2024: $315,085Expenses 2024: $150,111Net Income 2024: $164,9742024

Highlighted filing

2024

Revenue$315,085
Expenses$150,111
Net Income$164,974
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,793,278
Liabilities
$0
Net assets
$1,793,278
Revenue
$315,085
Expenses
$150,111
Net income
$164,974
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.32$0.15$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.30$0.08$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.02$0.07$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.39$0.04$0.34
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.03$0.05$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.16$0.06$0.10
2011Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John S FicksPresidenttreasurer-$0--
Philip L FicksVpsecretary-$0--
Keith D MeyerAsst Secretary-$0--
Meredith E FicksTrustee-$0--
Michael F JanenschTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-General SupportPCCincinnati, OH, US$116,250
Filing and Contact Details

Filer

Filer Name
Ficks Family Foundation
EIN
31-1572801
In Care Of
% JOHN S FICKS
Phone
4128076167
Address
YBM LLC 5457 Montgomery Rd Ste C, Cincinnati, OH 45212-2179

Signing Officer

Name
John S Ficks
Title
President
Phone
5133792174
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Your Business Matters LLC
Address
PO BOX 12547, NORWOOD, OH 45212-0547
Preparer
Frederick G Davison Ea
Phone
5136318299
Raw XML Appendix324 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Michael F Janensch
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Lucas DadeyPNC Bank
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0116 Allegheny Center PB-YB35-02-Z
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Pittsburgh
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0152125333
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04128076125
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0MUST INCLUDE IRS DETERMINATION LETTER, PURPOSE OF ORGANIZATION AND INTENDED USE OF GIFT.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Lucas Dadey
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04128076167
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PNC Bank 116 Allegheny Ctr
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Pittsburgh
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0152125333
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0116250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Charitable Contributions
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03656 Grandin Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Cincinnati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0452261117
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0116250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0123778
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0123778
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010709
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05196
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt017678
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01773
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010709
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05196
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0125551
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01773
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt017678
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015905
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Ficks Charitable Lead Unitrust
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PNC Bank 201 E Fifth St
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Cincinnati
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0452024182
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0234221
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OH ATTORNEY GENERAL FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherIncreasesSchedule/OtherIncreasesDetail/Amt012373
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Carrying Value Adjustment
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt017394
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt111500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PNC Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Investment Advisory Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02609
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt11725
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt01767
TaxesSchedule/TaxesDetail/CategoryTxt0Part I Line 18
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01767
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN S FICKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05133792174
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ficks Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0FICK
ReturnHeader/Filer/EIN0311572801
ReturnHeader/Filer/InCareOfNm0% JOHN S FICKS
ReturnHeader/Filer/PhoneNum04128076167
ReturnHeader/Filer/USAddress/AddressLine1Txt0YBM LLC 5457 Montgomery Rd Ste C
ReturnHeader/Filer/USAddress/CityNm0Cincinnati
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0452122179
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200310157
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YOUR BUSINESS MATTERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 12547
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0452120547
ReturnHeader/PreparerPersonGrp/PhoneNum05136318299
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FREDERICK G DAVISON EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-14T09:01:56-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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